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| Morningstar Return Rating: | | | Year to Date Return: | 11.24% | | 5-Year Average Return: | 4.13% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -2.88% | |
Worst 1-Yr Total Return (2008): | -2.88% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MSIFX | Category | Diff | Index* | Diff | | Year To Date | 11.24 | 9.09 | 2.15 | 6.24 | 5 | | 1-Month | 0.81 | 0.68 | 0.13 | 0.49 | 0.32 | | 3-Month | 2.92 | 2.53 | 0.39 | 2.60 | 0.32 | | 1-Year | 11.76 | 9.59 | 2.17 | 13.79 | -2.03 | | 3-Year | 4.81 | 3.61 | 1.2 | 6.35 | -1.54 | | 5-Year | 4.13 | 3.21 | 0.92 | 5.05 | -0.92 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.30 | 7.68 | 1.62 | 7.06 | 2.24 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.02 | 4.17 | 0.85 | 7.94 | -2.92 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSIFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.88 | -4.23 | 1.35 | | 2007 | | | N/A | 4.29 | N/A | | 2006 | | | N/A | 4.05 | N/A | | 2005 | | | N/A | 1.45 | N/A | | 2004 | | | N/A | 1.63 | N/A | | 2003 | | | N/A | 2.54 | N/A | | 2002 | | | N/A | 5.47 | N/A | | 2001 | | | N/A | 7.27 | N/A | | 2000 | | | N/A | 7.59 | N/A | | 1999 | | | N/A | 2.21 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MSIFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.51 | 4.08 | 3.44 | N/A | | 2008 | 0.49 | 0.94 | -2.62 | -1.68 | | 2007 | N/A | N/A | 1.88 | 1.64 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 155 | 419 | 36.99 | | 1-Month | 334 | 435 | 76.78 | | 3-Month | 160 | 434 | 36.87 | | 6-Month | 180 | 420 | 42.86 | | 1-Year | 95 | 419 | 22.67 | | 3-Year | | 360 | N/A | | 5-Year | | 305 | N/A |
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